See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,049 | $109,982-39.0% | $97,226-31.0% | $145,922-54.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.27% | 242.90%-232.6pp | 75.13%-64.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $6,074 | $3,084+97.0% | $2,729+122.6% | $4,660+30.4% |
| Participant deferral / active EE | $11,822 | $4,676+152.8% | $4,264+177.3% | $6,688+76.8% |
| Admin fee / account holder | $71,676 | $6,221+1052.2% | $5,654+1167.8% | $13,397+435.0% |